Mark Mcneely is a CFP-designated registered investment advisor at LPL Financial LLC, based in Monroe, LA, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
909 N 18th St, Monroe, LA, 71201
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2012Customer Dispute
June 2008Other Business Activities
Mark operates McNeely Wealth Management and Cadence Investment Services as DBAs for his LPL business, dedicating full-time hours to these activities. He also owns and operates McNeely Tax Service, spending about 10-20% of his time on tax preparation services.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Newedge Advisors
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
Edward JonesBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.